Gifts of Securities

Electronic Transfer Information

Stock donations should be transferred directly by your broker to Xavier’s brokerage account at Vanguard. The information is as follows:

Vanguard

DTC # 0062

Brokerage Account # 33949878 for the benefit of the College of St. Francis Xavier

Contact at Vanguard: Souzan Boutin at (610) 503-3893

Contact Information

First Name: Required Field

Last Name: Required Field

Email:

Class Year: Required Field

Brokerage/Financial Institution: Required Field

Broker Name: Required Field

Broker Phone: Required Field

Gift Information

Expected date of transfer Required Field

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I am unsure of the exact securities that will be donated. However, I will follow up with your office once the decision is made.

I want to donate the following stocks/securities:

Stock/Security

Symbol

Number of Shares

Approximate Value (USD)

$

Stock/Security 2

Symbol

Number of Shares

Approximate Value (USD)

$

Stock/Security 3

Symbol

Number of Shares

Approximate Value (USD)

$

Purpose/Use/Designation of Proceeds: Required Field

The gift value is based on the average of the market high and low for the date Xavier receives the gift (not the date you advise your broker to make the transfer). Please be sure to let your broker know when you want the transfer to take place so that it can be accomplished in your desired time frame (e.g., by December 31) to take advantage of year-end tax savings.